Financial Life Planners Portfolio Holdings

Financial Life Planners

  • $103 Billion
  • Q1 2025

Financial Life Planners has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $103 Billion distributed in 83 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $21.4B, Ishares Core S&P 500 ETF with a value of $20.5B, Nvidia Corp with a value of $8.51B, Apple Inc. with a value of $6.66B, and Microsoft Corp with a value of $5.04B.

Examining the 13F form we can see an decrease of $16.6B in the current position value, from $119B to 103B.

Financial Life Planners is based out at Tempe, AZ

Below you can find more details about Financial Life Planners portfolio as well as his latest detailed transactions.

Portfolio value $103 Billion
ETFs: $65 Billion
Technology: $21.6 Billion
Financial Services: $5.2 Billion
Consumer Defensive: $2.74 Billion
Consumer Cyclical: $2.36 Billion
Healthcare: $1.77 Billion
Industrials: $1.72 Billion
Communication Services: $1.4 Billion
Other: $451 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$59.2B
$170 Million 0.17% of portfolio
2,689
Q1 2025 Added 0.34%
$0
$177 Million 0.17% of portfolio
1,025
Q1 2025 Reduced 19.92%
$41.1B
$178 Million 0.17% of portfolio
1,398
Q1 2025 Added 0.07%
$993B
$178 Million 0.17% of portfolio
1,153
Q1 2025 Reduced 61.63%
$1.48B
$166 Million 0.16% of portfolio
2,784
Q1 2025 Added 239.1%
$16.5B
$163 Million 0.16% of portfolio
5,245
Q4 2024 New
$0
$154 Million 0.15% of portfolio
1,726
Q1 2025 New
$0
$154 Million 0.15% of portfolio
602
Q4 2024 New
$238B
$157 Million 0.15% of portfolio
632
Q1 2025 Added 92.1%
$197B
$157 Million 0.15% of portfolio
505
Q1 2025 Reduced 0.79%
$0
$158 Million 0.15% of portfolio
2,746
Q4 2024 New
$0
$143 Million 0.14% of portfolio
3,141
Q1 2025 New
$71.7B
$144 Million 0.14% of portfolio
1,107
Q1 2025 Added 41.2%
$0
$144 Million 0.14% of portfolio
1,476
Q1 2025 Reduced 12.4%
$39.5B
$139 Million 0.13% of portfolio
1,342
Q1 2025 Added 0.37%
$0
$124 Million 0.12% of portfolio
649
Q1 2025 Added 0.31%
$0
$126 Million 0.12% of portfolio
1,351
Q1 2025 Added 41.76%
$282B
$127 Million 0.12% of portfolio
243
Q1 2025 Reduced 7.95%
$283B
$109 Million 0.11% of portfolio
686
Q1 2025 Reduced 4.06%
$0
$110 Million 0.11% of portfolio
818
Q1 2025 Added 84.23%
$272B
$110 Million 0.11% of portfolio
550
Q1 2025 Added 0.36%
$79B
$111 Million 0.11% of portfolio
80
Q4 2024 New
$0
$113 Million 0.11% of portfolio
941
Q1 2025 Reduced 3.98%
$271B
$115 Million 0.11% of portfolio
1,311
Q1 2025 Added 0.31%
$382B
$116 Million 0.11% of portfolio
316
Q1 2025 Reduced 2.77%
$0
$117 Million 0.11% of portfolio
381
Q1 2025 Added 0.26%
$598B
$101 Million 0.1% of portfolio
288
Q1 2025 Reduced 3.36%
$218B
$103 Million 0.1% of portfolio
887
Q1 2025 Added 0.57%
$395B
$104 Million 0.1% of portfolio
611
Q1 2025 Added 38.55%
$0
$105 Million 0.1% of portfolio
564
Q1 2025 Reduced 4.41%
Arm Holdings PLC Spon Ads Each Rep 1 Ord Shs
-
$106 Million 0.1% of portfolio
-
Q1 2025 Reduced 17.0%
$308B
$101 Million 0.1% of portfolio
1,407
Q1 2025 Reduced 14.78%

Summary

  • Portfolio
  • No. of Stocks 83
  • Current Value $103 Billion
  • Prior Value $119 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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